Financial Planning

Planning shouldn't start after you have worked for 30 years. Ideally, it starts with your very first paycheck and in understanding the retirement benefits offered by your employer. If you are further along in your career, don't panic...a late start is better than no start!

With experience to guide you, most answers are simple. Advance Capital knows that a disciplined process is essential to the success of any financial plan. We'll help you take the emotion out of your investment decisions and stay focused during positive and negative changes in the market. Investing is a long term process. Providing you with the best financial planning direction is just one of the many facets of our overall strategy.

Achieving a secure retirement requires more than a savings plan and good intentions - it demands solid strategic planning. Here is what you should expect:

sound advice and straightforward answers
a comprehensive written strategic investment plan
detailed investment recommendations with full disclosures
no obligation and no pressure

If other firms aren't willing to give you this, your Advance Capital representative will. Call us today at 800-345-4783 to set up an appointment.

The products and services described in this website are offered only in the United States.Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Investments are not insured, and may lose money. Client should be prepared to bear the risks associated with investing. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment.

Investment advisory services are provided by Advance Capital Management, Inc. Brokerage services are provided by Advance Capital Services, Inc. Advance Capital Management, Inc., and Advance Capital Services, Inc. are affiliated companies and are collectively referred to as "Advance Capital". Employees of Advance Capital provide services for both companies. Advance Capital Services, Inc. does not provide brokerage or custody services for investment advisory clients of Advance Capital Management, Inc.